Wedmont Private Capital’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Wedmont Private Capital’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$437K	Buy	11,094 +19	+0.2%	+$735	0.01%	598
2026 Q1	$398K	Hold	11,075	–	–	0.01%	575
2025 Q4	$374K	Hold	11,075	–	–	0.01%	578
2025 Q3	$354K	Hold	11,075	–	–	0.01%	568
2025 Q2	$321K	Hold	11,075	–	–	0.01%	549
2025 Q1	$275K	Hold	11,075	–	–	0.01%	545
2024 Q4	$275K	Hold	11,075	–	–	0.01%	561
2024 Q3	$312K	Hold	11,075	–	–	0.02%	500
2024 Q2	$298K	Hold	11,075	–	–	0.02%	497
2024 Q1	$279K	Hold	11,075	–	–	0.02%	469
2023 Q4	$263K	Hold	11,075	–	–	0.02%	460
2023 Q3	$247K	Hold	11,075	–	–	0.03%	425
2023 Q2	$269K	Buy	+11,075	New	+$256K	0.03%	407

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

WTB

Washington Trust Bank Spokane, Washington $1.43B AUM 25.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Wedmont Private Capital's DFAE Position: Q2 2026 in Review

Wedmont Private Capital increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.17% in Q2 2026, buying an estimated $735 and bringing the position to 11,094 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #598.

Wedmont Private Capital first reported a position in DFAE in Q2 2023 and has held it in 13 quarters since. 496 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Wedmont Private Capital held 11,094 shares of Dimensional Emerging Core Equity Market ETF worth $437K as of Q2 2026.
Wedmont Private Capital bought 19 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $735.
Dimensional Emerging Core Equity Market ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #598 holding.
Wedmont Private Capital first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2023 and has held it in 13 quarters since.
496 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.